Envestnet Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $107M | Buy |
1,234,593
+102,991
| +9% | +$8.53M | 0.03% | 550 |
|
|
2026
Q1 | $92.7M | Buy |
1,131,602
+30,761
| +3% | +$2.43M | 0.02% | 563 |
|
|
2025
Q4 | $79.8M | Buy |
1,100,841
+97,225
| +10% | +$7.38M | 0.02% | 566 |
|
|
2025
Q3 | $76.3M | Buy |
1,003,616
+579,531
| +137% | +$41.3M | 0.02% | 596 |
|
|
2025
Q2 | $29.2M | Buy |
424,085
+119,889
| +39% | +$8.06M | 0.01% | 1019 |
|
|
2025
Q1 | $21M | Sell |
304,196
-26,890
| -8% | -$1.76M | 0.01% | 1158 |
|
|
2024
Q4 | $20.4M | Buy |
331,086
+9,514
| +3% | +$588K | 0.01% | 1192 |
|
|
2024
Q3 | $19.9M | Buy |
321,572
+13,775
| +4% | +$801K | 0.01% | 1187 |
|
|
2024
Q2 | $16.3M | Buy |
307,797
+35,940
| +13% | +$1.91M | 0.01% | 1249 |
|
|
2024
Q1 | $14.5M | Sell |
271,857
-332,445
| -55% | -$17M | 0.01% | 1295 |
|
|
2023
Q4 | $31.5M | Sell |
604,302
-56,787
| -9% | -$2.86M | 0.01% | 807 |
|
|
2023
Q3 | $33.5M | Buy |
661,089
+95,129
| +17% | +$5.4M | 0.02% | 732 |
|
|
2023
Q2 | $33.1M | Sell |
565,960
-40,911
| -7% | -$2.47M | 0.01% | 676 |
|
|
2023
Q1 | $34.4M | Buy |
606,871
+77,062
| +15% | +$4.69M | 0.02% | 627 |
|
|
2022
Q4 | $33.3M | Sell |
529,809
-5,218
| -1% | -$313K | 0.02% | 612 |
|
|
2022
Q3 | $31.8M | Buy |
535,027
+41,882
| +8% | +$2.82M | 0.02% | 578 |
|
|
2022
Q2 | $32.2M | Buy |
493,145
+79,470
| +19% | +$5.39M | 0.02% | 579 |
|
|
2022
Q1 | $28.3M | Buy |
413,675
+29,231
| +8% | +$1.89M | 0.01% | 693 |
|
|
2021
Q4 | $26.4M | Buy |
384,444
+300,878
| +360% | +$19.6M | 0.01% | 729 |
|
|
2021
Q3 | $5.2M | Buy |
83,566
+14,713
| +21% | +$965K | ﹤0.01% | 1523 |
|
|
2021
Q2 | $4.16M | Buy |
68,853
+1,510
| +2% | +$94.5K | ﹤0.01% | 1631 |
|
|
2021
Q1 | $4.01M | Buy |
67,343
+597
| +0.9% | +$33K | ﹤0.01% | 1545 |
|
|
2020
Q4 | $3.71M | Buy |
66,746
+9,719
| +17% | +$533K | ﹤0.01% | 1412 |
|
|
2020
Q3 | $2.9M | Buy |
57,027
+44,074
| +340% | +$2.46M | ﹤0.01% | 1419 |
|
|
2020
Q2 | $768K | Buy |
12,953
+2,676
| +26% | +$158K | ﹤0.01% | 2127 |
|
|
2020
Q1 | $566K | Sell |
10,277
-7,926
| -44% | -$521K | ﹤0.01% | 2152 |
|
|
2019
Q4 | $1.19M | Sell |
18,203
-16,884
| -48% | -$1.08M | ﹤0.01% | 1915 |
|
|
2019
Q3 | $2.33M | Buy |
35,087
+2,869
| +9% | +$181K | ﹤0.01% | 1468 |
|
|
2019
Q2 | $1.94M | Buy |
32,218
+3,155
| +11% | +$185K | ﹤0.01% | 1573 |
|
|
2019
Q1 | $1.69M | Sell |
29,063
-16,751
| -37% | -$953K | ﹤0.01% | 1562 |
|
|
2018
Q4 | $2.6M | Buy |
+45,814
| New | +$2.64M | ﹤0.01% | 1197 |
|
|
2018
Q3 | – | Sell |
-886
| Closed | -$50K | – | 1665 |
|
|
2018
Q2 | $50K | Buy |
+886
| New | +$47.5K | ﹤0.01% | 2204 |
|
Other funds holding EVRG
Envestnet Asset Management's EVRG Position: Q2 2026 in Review
Envestnet Asset Management increased its Evergy (EVRG) stake by 9.1% in Q2 2026, buying an estimated $8.53M and bringing the position to 1,234,593 shares worth $107M. The position accounts for 0.03% of the portfolio, ranked #550.
Envestnet Asset Management first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.
- Envestnet Asset Management held 1,234,593 shares of Evergy worth $107M as of Q2 2026.
- Envestnet Asset Management bought 102,991 Evergy shares in Q2 2026, an estimated $8.53M.
- Evergy made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #550 holding.
- Envestnet Asset Management first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
- 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.